The Ultimate

Offboarding Plan

ONboarding is exciting! The candidate is eager to show their abilities and earn great dough. The employer is hoping the new team member will help to scale the business. But people rarely like OFFboarding.

At Etcetera though we do. Here is the plan we follow to make it fast, stress-free, and efficient.

Offboarding starts once the team member and the agency both agree that it's time to part ways. We are proud that it rarely happens. Due to our thorough onboarding (read about it in a previous article) , we almost never have to fire anyone. Sometimes freelancers leave the agency because of career development or personal issues.

  1. The first step is to have a call about the terms, dates, conditions, and all the details. Everyone who will be involved in the offboarding participates in the call and we lay out the future plan of action. 

  2. The next thing is to settle external relations this team member has. Our freelancer talks to all the clients, and either transfers them to other team members or closes the contracts. The managers help at this stage, ensuring clients’ happiness and that all the tasks are completed as promised.

  3. After that we make sure all the team member’s internal obligations are closed. We have Profile Assistants here to help finish everything from the to-do list.

  4. Now it’s time to disassociate this person with our agency at Upwork. For your company, it could be the tax authority you need to inform, for example or any other agency that is involved officially in the procedures. In our case, we go to our Bidders who check that there are no open interviews or proposals, so that Upwork allows us to let the person out of the agency.

  5. Here comes an important part that some companies, especially small ones, often don’t do – getting honest feedback from the person. Our HR sends a short questionnaire to the person leaving the agency. We ask them to give a written response or take a short video about their experience as team members. This is a great opportunity to hear their true feedback, reasons for leaving, and their time in the agency, that we can use to optimize and improve.

  6. Then the person sends a good-bye message in our group chat and the team wishes them many great things.

  7. There is only one thing left, which is very important and many companies often fail to do it. We need to delete this person’s accounts from all our work and communication channels, email, notion, etc. Do you sometimes get annoying messages from the company you worked for 5 year ago? Well, this step will ensure it doesn’t happen.

Offboarding in Etcetera is important. It lets us keep all things organised, and get honest feedback about the agency from a person who knows the processes from inside, but who is already impartial enough to tell the truth.

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Writing Your 2022

Business Plan Challenge.

Join Us!

December is Write a Business Plan Month in the US since 1953.
We've decided to dedicate this month to a series of posts, helping any freelancer, business owner, or an aspiring entrepreneur write their own complete business plan for the next year to achieve their ambitions and boost revenues.

Why You Need a Business Plan

Having a written plan shortens the time it takes to achieve your business goals. It helps to make wiser and more productive decisions faster. You can see the whole picture, at the same time, having detailed steps and actions.

Do you want to be in the same place you are now or do you want to scale your business or career? This challenge is for those who want to scale. It will help you create your own plan for 2022, and start the year knowing your priorities, goals, and how to reach them.

More About the Challenge

Every week we will write a post on a separate aspect of a business plan: 4 posts - 4 main parts any plan needs to have.

Each post will tell you what and how to write in this section, and why it's important for your career or business. We will make the explanation simple and clear, so anyone can do it.

At the end of the post you will find assignments. Combine all the assignments after 4 weeks to have a complete plan for your next year.

It should take you not more than 30 minutes each week to read the post and complete the assignments. But if you decide to dig deeper, we will provide resources you can use to write an extensive research and more comprehensive plan of action.

Assignment for this week

We will start simple this week.

Find a pen, a notebook, and a quiet place and think about yourself or your company one year from now. Where do you want to be? What do you want to do? What will you have done in 2022 that makes you proud? Picture your Point B and write down any details you can think of about:

  • Your product or service – the main thing that you will dedicate your next year to.
  • Your income – what is a reasonable revenue you see yourself earning that will make you happy.
  • Organization – how is your business working in December 2022. Do you manage a team or is it just you? Do you work 4 hours a day or dedicate as much as you can to the job?

We believe everyone should have at least a high-level plan in writing to know their development direction. So, we are really excited about starting this challenge. Are you?

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Dos and Don'ts

For Working

With Start-ups

Are startup clients, in fact, unreliable and unpredictable?

Today our designer Petro will share his 6-year experience of working with startups in Etcetera. He will tell how he manages to do cooperate with founders with little stress and great results.

  1. Flexibility is the first step to productive projects with startups. Since all such clients come to you at different founding stages, the flow needs to change and adjust each time. If you begin working with the startup from scratch, start with the concept, a mind map, wireframes, and only then move to the UX. It is also better to develop branding before working on the UI. Because if branding changes after the product design is ready, it will take too much time and money to apply the changes in the interface. But back to flexibility. Sometimes startup clients have no budget for a mind map or no time before the product launch to go through the entire flow. 🤷‍♀ In such cases, you need to analyse the limited resources on hand and be flexible about how to achieve the result.

  2. Position yourself as an expert rather than just performing all assignments. Founders usually have a lot of ideas, and every day they send you new tasks, sometimes contradicting their words from yesterday 🤦‍♀. Instead of executing everything, you need to explain why something won’t work and offer better ways to solve the problem. In this case, the client will achieve their business goals faster and consider you a true partner and specialist.

  3. Documentation is often missing. The founders just have their idea and are looking for ways to make it work. You need to explain that documentation is vital to get started making life easier for both sides. You can start by sending a brief, asking clarifying questions, and then further developing the functionality. If a startup already has the documentation, you as a freelancer must read and use for project evaluation.

  4. The process. To avoid endless projects that drag for months, you need to divide the work scope into milestones. Within these stages, you will apply the flexibility to manage the fluctuating process of startup work. (see item #1). But on the high level, the project will have its structure with assigned deadlines. At the end of each stage, founders often don’t know how to proceed. So your task will be to help them, for example, by saying, “now we either make edits or move on to the next step.”

  5. Payment. The best option for working with startups is an hourly rate. Since there are always changes in the process, hourly payment saves time and nerves both for you and the client.

  6. The last piece of advice is not to stress out after clients if they disappear. Unfortunately, this often happens with startups: the budget runs out, plans change, or another project appears… There is nothing you can do, and you have to be ready for that.

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Let's talk about feelings?

Employing Remotely

In 2021 Report Review.

The impact of pandemics on everyone's work is old news. But are employees confused or happy about the change? We rarely see any data on that.

So today, let's talk about feelings based on a comparative report by Omnipresent: How do employers in different countries feel about employing remotely in 2021?

  • 80%-90% of companies in UK, Singapore, Germany, and Israel feel confident  about hiring remote or international employees in 2021.

  • In other respondent countries less employers  feel that they want to hire remotely because of bureaucratic reservations: Canada ~ 73%, France ~ 65%, and USA ~ only 52%.

  • Although remote work is already a permanent trend, most employers have different kinds of concerns: 
    • 47% of employers are worried about complying with international employment law;
    • 29% of employers are concerned about potential HR overheads;
    • 20% of employers consider language and culture as a barrier to remote employment.
  • Some employers say they are keen to 🏢 return to the office full-time. USA – 27%, Germany – 23%, France – 20%, UK & Canada – 13%, Israel – 9%, Singapore – 6%.
  • However, employers are more enthusiastic about hybrid working models: 64% in Israel and Singapore, 50% – 60% in Canada, UK and USA, 40%-50% in Germany and France.
  • Reasons that increase employers’ motivation to hire remote vary by country.
    • The biggest stimulus for employers in the UK and Germany is access to expertise.
    • Companies in Singapore, Canada, and the US are motivated mostly by cost savings.
    • The main motivator for French employers is better employee engagement.
    • Israeli employers are most motivated by increased productivity.
  • Companies in most countries are still careful about how far from home they are employing. Over half of respondents in USA, UK, Singapore, and Canada would only hire locally. Employers in France and Germany are willing to extend their workforce across the EU. And only Israeli employers stand out with 43% of employers wanting to employ remotely in Israel only and 47% willing to employ globally.

We think this data is super valuable for candidates who want to find jobs or clients abroad. As a freelancer and expert you can now know what drives or scares employers in different counties. If you apply this facts to build your interviews and applications accordingly, you can better understand the employers, and become true remote partners for them.

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5 Powerful TED Talks

On Personal Brand

For Entrepreneurs

Watch these videos to get motivation and knowledge on how to grow your business using a personal brand.

We've added the speaker background a short quotation for each video to make it easy for you to find the most relevant speech.

Tai is the cofounder of Close the Gap Foundation, a nonprofit that empowers first-generation, low-income students through mentorship. He previously led content and digital marketing at Apple, growing the brand's global social presence.
Tai describes a design approach to building a personal brand.

"Success is less about what you know and more about who you know".

Ann is President and CEO of Anthology Consulting and the Senior Lecturer of Marketing at the Kelley School of Business at Indiana University. Ann describes practicable steps on creating a strong personal brand.

"Personal brand has 3 benefits - you lead more, you win more, and you earn more".

Luron is a Professional Engineer & Project Management Professional with over 15 years experience in various sectors, providing project engineering, construction management and leadership for a multitude of projects.

"Personal brand is the best business model that would enable you to be successful".

Rob is a motivational business speaker and international authority on personal marketing, networking, executive presence, referrals, and reputations. He is Head of the Global Networking Council.

"If I don't buy you, then I won't buy anything that stands behind you".

Dr. Waller is an entrepreneur, MBA adjunct professor, author of Personal Brand Management: Marketing Human Value, and CEO of Waller & Company.

"People do business with people who they know, like, and trust. Personal branding works for every industry, helping people share the story, leverage their expertise and make a positive impact on society."​

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Are you using

LinkedIn to grow

Your business?

With so many channels available for marketing and exposure today, LinkedIn often gets lost in the shadow of the mighty Facebook (sorry, Meta 😬) or YouTube. But for some companies, over 400 million LinkedIn active users can be a unique source of a qualified and knowledgeable audience. Are you targeting white-collar or B2B segments with your product? Then this article can help you discover an effective and budget-efficient way to scale and establish market leadership.

Generating leads

Let's say you sell to law firms, hospitals, or large corporations. To sell effectively you need to talk to the decision-makers. But it is impossible to reach them if you use website content form, office phone, or Instagram.

Only LinkedIn lets you find the stakeholder at the right position in the relevant geographic area. Instead of spending hours on cold calls with secretaries or budgets on Facebook targeting, you can write a well-personalized inMail to get the attention and start the conversation. Just remember to be smart and don't become a spammer.

Raising funds

Start-ups can use LinkedIn for fundraising. Sure, it won't get you funded at once, but it all starts with connection. LinkedIn is the perfect tool to set meetings with venture capital investors. If you don't know where to start, go to Crunchbase and check who invested in your competition. It will give you an idea of the VCs active in your industry.

Networking

Networking is probably the most powerful tool for B2B sales. It gets you in the room with the right people and then it is up to you if you can get their interest. But in the pandemic realities getting "in the room" became problematic. Guess where the conversation shifted to?

Before the pandemic, LinkedIn had less than 200 million active monthly users. Now it is over 400 million, making it the biggest networking room you can imagine. And everyone has a name tag with their company and position - so it's just like real networking.

Thought leadership

Even if you don’t want to use LinkedIn for direct outreach, you can make it a content marketing channel for your business. How does it differ from any other social media?

  1. You can automatically connect with your email contacts and invite them to follow your page.

  2. LinkedIn is the only social media that has its content crawled by Google, so you can use SEO to promote your content.

  3. LinkedIn ads allow you to target by industry, company size, and job title. While Facebook has a similar targeting, people often don’t put their job information on Facebook. So, since LinkedIn is a professional network, you can be sure that your ads will speak to the target audience.

Do you want to know if you are using your LinkedIn 100%? Click here to check the Social Selling Index of your page on LinkedIn.

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How to prepare for

an interview. Does the

freelancer really get it?

Do you ever fear that the freelancer is just nodding along to get hired, having no clue of what you REALLY want from them?

Sure, they will try to do their best, but will it solve your problem and let your business grow profits? Either because of cultural gaps or language misinterpretation clients and freelancers sometimes have different ideas of what the task is.

Do you want to make sure the freelancer understands what you need?

Follow this interview structure:

  1. Your business.

    Explain who your clients are, what the business model is. Add any other details will be helpful for the freelancer to see the context of the problem.

  2. The problem.

    Describe your pain and why you need to solve it, be clear as to what do you want to achieve as the result. It will let the expert offer a better, faster, and most efficient way to get there.

  3. Possible solution.

    You should start to get into the details of the solution only at this point after the freelancer understands your reasons and background information.

  4. Expectations.

    Lay out everything that is important for you to get from the freelancer including deadlines, communication rules, and deliverables.

  5. Special conditions.

    Highlight anything out of the ordinary that may be important. Are you willing to give a bonus based on some KPIs? Or do you have weekly standup meetings that you expect the freelancer to attend?

  6. Next steps.

    What is the next thing you expect from the freelancer and? It’s best to go over a few next steps to have a plan of action with defined dates that correlate with your goals and the freelancer’s schedule.

     

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Onboarding

Best

Practices

Building the perfect team does not end with recruiting the right people. For these people to work seamlessly together towards outstanding results, each business member needs to go through an organized onboarding process. It will prepare the candidate for the work culture, their future responsibilities and prevent a long and painful transition period.

This is a checklist with onboarding practices you can use for your company:

1. Technical issues

  • Send access to all the tools and software you are using.
  • Set up accounts, company rules, FAQ & documentation.
  • Create databases, portfolios, or any necessary files for future use.

2. Training:

  • Send training information on the members’ future work scope.
  • Check their progress and discuss it to make sure they know everything they need.
  • Sometimes it is necessary to assign homework or go through the tasks with a supervisor.

3. Teamwork culture

  • Communication within the team. Explain what everyone expects from other team members, what is appropriate or beyond the limits.
  • Project management within the team. Educate on the approach and strategy your business is using. What is each person responsible for and supposed to deliver.
  • Soft skills. Make sure each candidate has the right set of soft skills and personal qualities to become an efficient team member. These are the most important skills for our freelance agency: time management, self-motivation, space & process organization.

4. Work with clients & partners outside the company.

  • Communication with clients. Make sure that people understand why it’s essential, and then equip them with the right rules, tools, and tips.
  • Making the client happy. How to understand the actual needs or partners, properly do the work, and solve the true pains.
  • Solving conflicts. What to do if issues arise and how to prevent or handle them.
  •  

This onboarding process was coined by many years of Etcetera's experience.

It helps set the right expectations, organize all the technical issues, and help candidates get into the correct mindset for working in the team. After going through it, our team members can perform at their 100% starting their first day at the agency.

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Customer Service

Week 2021.

How to get loyal customers

Do you think that doing your job well and keeping the prices reasonable will make your customers happy and loyal?

Well, not in 2021.

As Jill Griffin proves in her book on Customer Loyalty, "customers who are satisfied with a product or service will defect to buy a competitor's product without hesitation." Both businesses and freelancers must go beyond their usual concerns with client satisfaction and take steps to ensure greater loyalty.

According to Jill, clients become loyal through seven stages. For this Week of Customer Service post, we have collected examples from our agency practice on how to go through all those 7 stages and get maximum loyal customers.

Stage 1: A suspect.

We qualify clients on Upwork using qualification criteria. These criteria, such as the suspect's niche or feedback, lets us spend time with only those clients who are likely to become the perfect match for our agency. Determining such qualification criteria beforehand will save a lot of time and money for your business.

Stage 2: A prospect.

A prospect is someone who needs your product or service and can buy it. At this stage, our sales team's goal is to understand the client's pain and figure out whether we can solve it. It's not just about closing any prospect. For Etcetera this stage is about deciding whether we can become longtime mutually beneficial partners.

Stage 3: Disqualified Prospect.

Disqualifying prospects is also a part of delivering a good customer experience. The sooner we determine that the client is not a good fit with our agency, the more it shows how we value the prospect's time and our resources. Don't be afraid to disqualify your prospective customers. It might seem scary to reject a prospect, but it serves your business well in the long run.

Stage 4: First-time customer.

"The sale is not the objective of the marketing process; It is the beginning of a lifetime customer relationship."

We agree with Jill on this 100%. So, to meet and exceed our first-time customers' expectations, we have Contract Coordinators for ALL jobs. Their task is to help freelancers deliver outstanding results and support the client through the process.

Stage 5: Repeat customers.

When our customers start working with us on a regular basis, account managers make sure that they stay happy. They do regular checks to see if there are any issues, which we immediately address. It guarantees that the customers remain comfortable with our cooperation over time.

Stage 6: A client.

A client, by Jill's definition, is a person who purchases regularly. For example, we have strong, ongoing relationships with many agencies, who outsource some of their clients' tasks to our freelancers. At this stage, our goal is to help such agencies make their customers happy. We can go above and beyond and offer to white label our services or create special package deals to ensure that their business will grow successfully.

Stage 7: An Advocate.

An Advocate encourages others to buy from you. He talks about you and does marketing for you. Having your clients as advocates of your business is the ultimate goal of customer service. So, we make sure never to lose touch with Etcetera clients. We follow up on their birthdays, get in touch if they open a new job proposal, and connect with them on social media. Because we don't just want to earn our pay on projects, but we strive to build close, warm relationships with our partners.

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  3. Some Text 3

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Upwork Future

Workforce Report 2021:

Insights for US Businesses

  • 28% of American professionals will be fully remote in the next five years, and 20.4% will be partially remote.

    This means that almost half of your workforce will be remote to some extent. So, in order to keep workers happy and business steady, you need to plan your business strategy accordingly.

  • 67% of businesses have already adapted their long-term management practices to remote work.

    Your main changes will be in the spheres of team meetings, employee communication, strategic planning, onboarding, training, recruiting, and performance reviews.

  • Remote work as the result of the pandemic made 53% of businesses more willing to work with freelancers. Two-thirds of hiring managers will increase the use of freelancers in the tech category in the next 12 months.

    This means two things. First is that the quality of tech freelancers can compare to the qualifications of full-time workers. Secondly, the use of freelancers is more cost-efficient, compared to hiring a full-time tech specialist.

  • 71% of hiring managers will sustain or even increase the use of freelancers in the next 6 months, and almost 80% of businesses say that they are more likely now to hire remote only freelancers.

    Judging by these numbers, we can say that companies are comfortable and really happy with their experience of working with freelancers. Major spheres of the cooperation include development & design (which makes Etcetera happy as well, having them both as our specialties).

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The summer of 2021 was full of events and wins for Etcetera.

It is time to sum up our accomplishments in the traditional Etcetera in Numbers post:

  • We celebrated the Agency’s birthday with the biggest offline meeting so far.

  • We went to Turkey for workation (work + vacation), and we are planning another one.

  • We started a tradition of playing board games online, and we love it!

  • We launched Etcetera website to represent our values and expertise.

Here is what else was on Etcetera agenda our latest All-hands meeting:

  1. We went over recent Upwork updates such as scheduling meetings and availability badge. If you missed them, we made separate posts earlier this month.
  2. Congratulated 10 team members who had birthdays this summer & welcomed 6 new members to our family. 
  3. Announced a new position in the Agency – Profile Assistant for Managers, who will be improving our agency visibility on Upwork by creating appealing profiles for our project managers.
  4. Talked about the finances of the Agency. Although we won’t disclose everything here, we feel it is essential that the whole team knows where the money goes. Also, we are super happy to say that starting August, 0.5% of gross agency profit will go to our Party foundation to have even more fun during our offline gatherings. 

We hope your summer was filled with success and fun as well! What is the most memorable thing that happened to you during the last three months?

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The Complex Art

of Recruiting

in Etcetera

Recruiting in our agency is a long and thorough process. Today we want to peek behind the curtain of it and explain how we manage to stay such a united community even though our team has doubled its size during the last year.

1. Sourcing

Our talented HR specialist Tori handpicks freelancers based on many important criteria. She looks at their skills, feedback, rate, etc. Tori says that the secret of this step is seeing between the lines of those criteria to figure out if the person would be a good match for the agency.

2. First touch

Many months of experience have taught us to analyze communication with the candidates at all stages of recruitment. Starting with the first touch, we look at the way people respond in chat, explain their points, and react to the test tasks. If the communication is poor in any essential way, we don't move further.

3. Tests

Tests are a major part of our process. Besides a standard test task, we have secret questions in the job post, trick errors, and a long detailed questionnaire. The goal is to detect special character traits we need in the team members.

4. First interview

First interview with Tori takes from 40 minutes to over an hour. She gets to know the person, their character, hard and soft skills. After the interview, Tori completes the scorecard for each candidate that we use to keep track of the progress from the first touch.

5. Approval

After the founder and other stakeholders evaluate the candidate and approve them, we schedule another interview for them.

6. Second interview

The second interview with the founder is the last step of our complex recruitment process. If everything goes great, we then move on to the onboarding process. If anything goes wrong at any of these steps, we communicate to the freelancer, that this is not the right fit.

Why so complex?

We view our recruitment as the art of finding the ideal people for our team. Because we are not a regular agency, the goal of our recruitment is to find people with the right mindset, who will share our values and ideas.

Of course, all people in our team are unique and different. But thanks to our well-thought recruitment process, they all fit perfectly together and into the agency.

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How To

Hire A Great

Project Manager

Project managers (PM) play a distinct, critical role in the success and profitability of your business. In this post, you will discover what kind of projects need a manager and how to find the perfect candidate for your needs.

PM's job, in a nutshell, is to transform the product roadmap and vision into defined, actionable assignments for the team. They will help you organize a realistic schedule and budget to reach your business goals. At the same time, they hold the designers, developers, and other project members to the requirements and tasks.

So, the answer to the question "do I need a project manager" is YES if:

  • Your project will have a team of at least two experts working on it, or even one expert with over 100 hours of work.

  • You do not have time/skills/desire to act as the PM yourself.

Now, if you need a PM to reach your goals, here is the step-by-step guide on finding a great one fast end effectively.

  1. Write a detailed job description mentioning details about your project, the size of the team, your goals and deadlines, budget & requirements. Make sure to attach documentation, wireframes, or anything else that will help understand the scope of work.

  2. Filter out the proposals. Leave only those candidates who have a proven record of completing projects on schedule and within budget & experience with projects comparable in scope and complexity to yours.

  3. Interview 3-5 candidates who you like the most. You have two main goals: confirm they have the necessary skills and find the one you click with personally. Since this person will be working with you on one side and the whole team on the other side, it is crucial that they share your ideas about how to do the job.

One of the reasons why our clients choose Etcetera is because of our professional team of Project Managers. They help achieve the best results with maximum efficiency and make all our clients happy (which our 100% Job Sucсess Score serves to prove).

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How to Hire

a Freelance

Copywriter

Everyone in marketing is talking about how important videos are for the content strategy in 2021. But, the truth is, written content continues to make the biggest influence on converting your prospects into customers, and then into loyal advocates for your brand.

Whether you require a compelling landing page, a short ad tagline, or a winning pitch deck, it all means you need a good copywriter. Here are tips on how to hire one.

Red flags to look for in the correspondence and portfolio:

  • Mistakes: grammatical errors or misspelled words.
  • No attention to detail: insert questions and directions in the job description and filter out those, who missed to follow them.
  • Unfit skillset: there are thousands of copywriters on the market with various expertise, experience, and background. So, check their profile to make sure the person fits your particular project scope.
  • Poor responsiveness. A good copywriter doesn’t only know how to write but also has a high level of organization. Their response time can tell you more about this.

Interview questions to ask those, who qualify:

  • How did you get into copywriting?
  • What’s your favorite type of project to write?
  • What are examples of great writing you’ve seen recently?
  • What’s your process?

Give them a trial job and see the performance based on the following:

  1. A clear project description with deadlines and deliverables.
  2. Access to all necessary background information, and resources related to the project.
  3. Fair payment. A good copywriter will value their time and have many other open offers. So, a good payment even for the test makes sure you hire a great expert.

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7 years since start.

Becoming who we are

Hey! This is Denys, the founder of Etcetera. This Sunday was 7 years since I clicked the button «Create Agency» on Upwork. It all started with three fellows who knew how to make posters, catalogs, and other print designs, and get them ready to print. One of them was able to write something coherent in the Upwork chat using Google translate. I had no idea then that it would result in a team of 40 people and thousands of hours tracked on @Upwork. Over these 7 years, basically, everything has changed in the agency. Together we found our values, developed a unique approach to work, completely changed our business processes several times, and almost entirely switched the niche of our expertise. Our team and the way it works is a unique phenomenon in its own way. I have never seen anything like it anywhere. And for me, it is essential that where our community is now is the result of each team member's contribution. Everyone can influence our rules, processes, approaches, and what we can do together. And everyone makes this influence every day. Many of you come up with suggestions how to make things more convenient and improve our efficiency. And each suggestion eventually finds its place in our never-ending changes. Thank you all for the agency and its structure, the organization in which it is so great to work and communicate. It is worth spending so many hours of your life being a part of it. Thank you for loving and developing our team and our community.

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